Our clients are a constant source of inspiration. 

Our clients are business owners and individuals with investments.

They share a common thread, a desire to control their financial future.

We are privileged to advise on their affairs and support their vision.

A couple of our client stories are shared below.


Roger Wood &
Randal Marsh

For over 30 years as practicing Architects, Roger Wood & Randal Marsh have created iconic designs. Their firm, Wood Marsh, has been recognised internationally for more than 50 architecture awards including the architectural medal twice.


They draw inspiration from the arts more generally and have continually refined their philosophy through their practice. The firm has an enduring legacy through infrastructure projects such as Eastlink and sculptural masterpieces such as Port Philip Estate and RACV Torquay.


We have relished the opportunity to witness the full lifeline of projects, from tender through to physical completion.

Photo Credit: John Gollings

Film Reel_edited.jpg
Barry Peak

Barry Peak has been an independent cinema operator since his university days, originating at the Valhalla Cinema.


An art-house cinema in Victoria Street Richmond, the Valhalla screened a selection of audience participation films where attendees would sing and dance to The Rocky Horror Picture Show and The Blues Brothers amongst others. Peak continues to travel in pursuit of the best independent films to screen at his Nova Cinemas.


Peak has been a client for over 30 years and the story of his businesses are seamlessly woven into the fabric of Melbourne arts and culture.

Professor Christine
Kilpatrick AO

Prof. Kilpatrick’s medical career began as a practicing neurologist specialising in epilepsy. As a passionate advocate for public health, Prof. Kilpatrick transitioned into management roles.


From 2008-2017 Prof. Kilpatrick was the Chief Executive of the Royal Children’s Hospital before moving to her current role as CEO of Melbourne Health. In 2019, Prof Kilpatrick was appointed an Officer of the Order of Australia (AO).


Prof. Kilpatrick has been a client of our firm for over 25 years and it has been a pleasure to see her profound influence in the medical field.

Doctor Analyzing X-Rays
Michael Cracknell

Mike Cracknell trained as a barista and coffee roaster prior to embarking upon his first café, Vertue Coffee Roasters in Carlton. Cracknell lives and breathes his

businesses and his understanding of every food service nuance has helped to grow his number of outlets, including wholesale supplies of coffee, chai and drinking chocolate.

It has been a joy for our firm to accompany Cracknell as his business flourishes and he diversifies his aspirations.

Stephen Colman

Stephen Colman is a co-founder of Neighbourhood, two unique coworking spaces in Fitzroy for creative professionals.


Stephen is an advocate for small business networks and the building of a community of people committed to achieving shared goals. The Neighbourhood spaces are defined by their bright, natural light and airy open plan.


We relish the opportunity to visit Stephen’s space and meet emerging business owners.